WKWM
Walter & Keenan Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
25,834
-1,687
| -6% | -$182K | 0.81% | 35 |
|
|
2025
Q1 | $3.27M | Buy |
27,521
+711
| +3% | +$84.6K | 0.99% | 27 |
|
|
2024
Q4 | $2.88M | Buy |
26,810
+103
| +0.4% | +$11.1K | 0.87% | 30 |
|
|
2024
Q3 | $3.13M | Buy |
26,707
+33
| +0.1% | +$3.87K | 0.95% | 30 |
|
|
2024
Q2 | $3.07M | Buy |
26,674
+243
| +0.9% | +$28K | 0.98% | 30 |
|
|
2024
Q1 | $3.07M | Buy |
26,431
+51
| +0.2% | +$5.93K | 1.01% | 33 |
|
|
2023
Q4 | $2.64M | Sell |
26,380
-67
| -0.3% | -$6.7K | 0.94% | 36 |
|
|
2023
Q3 | $3.11M | Sell |
26,447
-102
| -0.4% | -$12K | 1.21% | 24 |
|
|
2023
Q2 | $2.85M | Sell |
26,549
-900
| -3% | -$96.5K | 1.05% | 30 |
|
|
2023
Q1 | $3.01M | Buy |
27,449
+2,869
| +12% | +$315K | 1.14% | 29 |
|
|
2022
Q4 | $2.71M | Sell |
24,580
-160
| -0.6% | -$17.6K | 1.07% | 32 |
|
|
2022
Q3 | $2.16M | Sell |
24,740
-391
| -2% | -$34.1K | 0.92% | 40 |
|
|
2022
Q2 | $2.15M | Buy |
25,131
+25
| +0.1% | +$2.14K | 0.85% | 41 |
|
|
2022
Q1 | $2.08M | Hold |
25,106
| – | – | 0.71% | 48 |
|
|
2021
Q4 | $1.54M | Sell |
25,106
-10,450
| -29% | -$639K | 0.5% | 56 |
|
|
2021
Q3 | $2.09M | Sell |
35,556
-201
| -0.6% | -$11.8K | 0.71% | 43 |
|
|
2021
Q2 | $2.25M | Sell |
35,757
-6,731
| -16% | -$424K | 0.78% | 41 |
|
|
2021
Q1 | $2.37M | Sell |
42,488
-424
| -1% | -$23.7K | 0.84% | 39 |
|
|
2020
Q4 | $1.77M | Sell |
42,912
-31,225
| -42% | -$1.29M | 0.64% | 47 |
|
|
2020
Q3 | $2.55M | Sell |
74,137
-2,926
| -4% | -$100K | 1.01% | 32 |
|
|
2020
Q2 | $3.45M | Buy |
+77,063
| New | +$3.45M | 1.4% | 22 |
|
|
2020
Q1 | – | Sell |
-79,712
| Closed | -$5.56M | – | 193 |
|
|
2019
Q4 | $5.56M | Sell |
79,712
-5,699
| -7% | -$398K | 2.14% | 10 |
|
|
2019
Q3 | $6.03M | Buy |
85,411
+2,625
| +3% | +$185K | 2.29% | 9 |
|
|
2019
Q2 | $6.34M | Buy |
82,786
+1,100
| +1% | +$84.3K | 2.79% | 5 |
|
|
2019
Q1 | $6.6M | Sell |
81,686
-8,572
| -9% | -$693K | 2.91% | 6 |
|
|
2018
Q4 | $6.16M | Sell |
90,258
-23,250
| -20% | -$1.59M | 2.77% | 6 |
|
|
2018
Q3 | $9.65K | Sell |
113,508
-8,000
| -7% | -$680 | 2.89% | 3 |
|
|
2018
Q2 | $10.1M | Buy |
121,508
+950
| +0.8% | +$78.6K | 4.32% | 1 |
|
|
2018
Q1 | $9M | Buy |
120,558
+3,000
| +3% | +$224K | 3.89% | 1 |
|
|
2017
Q4 | $9.83M | Buy |
117,558
+52
| +0% | +$4.35K | 4.13% | 1 |
|
|
2017
Q3 | $9.63M | Buy |
117,506
+1,935
| +2% | +$159K | 4.45% | 1 |
|
|
2017
Q2 | $9.33M | Sell |
115,571
-5,124
| -4% | -$414K | 4.69% | 1 |
|
|
2017
Q1 | $9.9M | Sell |
120,695
-9,903
| -8% | -$812K | 5.13% | 1 |
|
|
2016
Q4 | $11.8M | Buy |
130,598
+38,042
| +41% | +$3.43M | 6.27% | 1 |
|
|
2016
Q3 | $8.08M | Buy |
92,556
+2,088
| +2% | +$182K | 4.46% | 1 |
|
|
2016
Q2 | $8.48M | Sell |
90,468
-2,780
| -3% | -$261K | 4.72% | 1 |
|
|
2016
Q1 | $7.8M | Buy |
93,248
+2,319
| +3% | +$194K | 4.47% | 1 |
|
|
2015
Q4 | $7.09M | Buy |
90,929
+685
| +0.8% | +$53.4K | 4.13% | 2 |
|
|
2015
Q3 | $6.71M | Buy |
90,244
+3,981
| +5% | +$296K | 4.15% | 1 |
|
|
2015
Q2 | $7.18M | Sell |
86,263
-5,826
| -6% | -$485K | 4.17% | 1 |
|
|
2015
Q1 | $7.83M | Buy |
92,089
+895
| +1% | +$76.1K | 4.43% | 1 |
|
|
2014
Q4 | $8.43M | Sell |
91,194
-848
| -0.9% | -$78.4K | 4.8% | 1 |
|
|
2014
Q3 | $8.66M | Sell |
92,042
-8,800
| -9% | -$828K | 5.08% | 1 |
|
|
2014
Q2 | $10.2M | Sell |
100,842
-2,072
| -2% | -$209K | 5.31% | 1 |
|
|
2014
Q1 | $10.1M | Buy |
+102,914
| New | +$10.1M | 5.52% | 1 |
|